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How to use the Engagement Letter

Mon, Jan 11, 2021  Client Letters, Desktop Program

This article will provide you with information on the Engagement Letter within the 1040 Software.

Setup of the Engagement Letter

  1. Navigate to Setup 
  2. Select Client Letter from the drop down menu

  3. By selecting ENGAGEMENT LETTER the ability to create the Sections becomes available.
  4. Each Sections needs to be completed or filled in with the desired information.

  5. When completed ALL Sections, select File & Save As (max 20 characters) 

Printing Engagement Letter per Return

  1. From within the return
  2. Select Print
  3. From the drop down menu navigate to Client Letter.
  4. Select Engagement Letter from the side window.

Adding Engagement Letter to Print Packet

  1. Navigate to Setup
  2. Select Printer Setup from the dropdown menu
  3. Click the 1040 Return Printing Tab 
  4. Add Check Marks to the Engagement Letter on the desired packet (Preparer/Client)
  5. Click OK to save changes.

Related KBs

KB: 212 How to Print an Individual Copy of The Client Letter
KB: 187 How to Add a New Client Letter
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